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Tata Resources & Energy Fund-Direct Plan-Growth

Equity Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
45
Aug 2026
Equity Holdings
₹1,389.38 Cr
Equity only, excl. debt & cash
AAUM
₹1,317.47 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
24.2%
Diversified
Top 10 Weight
41.8%
Moderate
Changes
45
0 new · 0 exits
Top Sector
Power
17.4% of portfolio
Launch Date
04 Dec 2015
10+ year track record

AAUM (Average Assets Under Management) of ₹1,317.47 Cr for Apr-Jun 2026 is the combined figure across Direct and Regular plans — sourced from AMFI India's quarterly disclosure. Equity Holdings above shows only the stock portion from the latest portfolio filing.

📋 What Happened This Month Among existing holdings, Hindustan Zinc Limited saw the biggest increase — now at 2.54% of the portfolio. Adani Energy Solutions Limited was trimmed the most, now at 4.91%. UltraTech Cement Limited remains the top holding with Power the dominant sector at 17.4%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Jun 2026 Jul 2026
Sector Prev Curr Delta
Power 18.7% 18.9% +0.2%
Cement & Cement Products 15.6% 13.9% -1.7%
Petroleum Products 10.8% 11.4% +0.7%
Ferrous Metals 10.5% 10.8% +0.3%
Chemicals & Petrochemicals 5.5% 5.2% -0.3%
Industrial Products 5.2% 5.1% -0.2%
Oil 4.8% 4.8% 0.0%
Metals & Minerals Trading 4.5% 4.3% -0.1%
Industrial Manufacturing 2.4% 3.7% +1.3%
Fertilizers & Agrochemicals 2.7% 3.4% +0.7%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Power 18.9% 17.4% -1.5%
Cement & Cement Products 13.9% 13.4% -0.5%
Petroleum Products 11.4% 11.4% -0.1%
Ferrous Metals 10.8% 11.0% +0.2%
Chemicals & Petrochemicals 5.2% 5.9% +0.7%
Industrial Products 5.1% 5.6% +0.5%
Metals & Minerals Trading 4.3% 5.3% +0.9%
Oil 4.8% 4.7% -0.1%
Non - Ferrous Metals 2.5% 4.0% +1.5%
Industrial Manufacturing 3.7% 3.5% -0.1%
Biggest Add
Hindustan Zinc Limited
+1.40% · now 2.54%
Biggest Trim
Adani Energy Solutions Limited
-0.74% · now 4.91%

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
↑ 21 Increased ↓ 24 Decreased
#StockSectorJul 2026Aug 2026Change
1
Hindustan Zinc Limited
₹35.73 Cr
Non - Ferrous Metals 1.14% 2.54% +1.40%
2
Vedanta Aluminium Metal Limited
₹73.98 Cr
Metals & Minerals Trading 4.31% 5.25% +0.94%
3
Navin Fluorine International Limited
₹34.70 Cr
Chemicals & Petrochemicals 2.13% 2.46% +0.33%
4
Fujiyama Power Systems Limited
₹24.67 Cr
Electrical Equipment 1.43% 1.75% +0.32%
5
Jindal Steel Limited
₹42.94 Cr
Ferrous Metals 2.79% 3.05% +0.26%
6
Inox India Limited
₹32.01 Cr
Industrial Products 2.01% 2.27% +0.26%
7
Ellenbarrie Industrial Gases Limited
₹18.23 Cr
Chemicals & Petrochemicals 1.05% 1.29% +0.24%
8
APL Apollo Tubes Limited
₹16.43 Cr
Industrial Products 0.95% 1.17% +0.22%
9
Indo-MIM Limited
₹20.24 Cr
Industrial Manufacturing 1.26% 1.44% +0.18%
10
West Coast Paper Mills Ltd.
₹28.13 Cr
Paper, Forest & Jute Products 1.84% 2.00% +0.16%
#StockSectorJul 2026Aug 2026Change
1
Adani Energy Solutions Limited
₹69.22 Cr
Power 5.65% 4.91% -0.74%
2
Ganesha Ecosphere Limited
₹40.87 Cr
Textiles & Apparels 3.33% 2.90% -0.43%
3
DEE Development Engineers Ltd
₹29.52 Cr
Industrial Manufacturing 2.39% 2.09% -0.30%
4
Ambuja Cements Limited
₹56.16 Cr
Cement & Cement Products 4.26% 3.99% -0.27%
5
Adani Power Limited
₹49.50 Cr
Power 3.72% 3.51% -0.21%
6
Moil Limtied
₹22.12 Cr
Minerals & Mining 1.77% 1.57% -0.20%
7
UltraTech Cement Limited
₹80.15 Cr
Cement & Cement Products 5.86% 5.69% -0.17%
8
NTPC Limited
₹45.84 Cr
Power 3.42% 3.25% -0.17%
9
CESC Limited
₹17.54 Cr
Power 1.40% 1.24% -0.16%
10
Oil & Natural Gas Corporation Limited
₹51.00 Cr
Oil 3.75% 3.62% -0.13%

What Stocks Does This Fund Hold?

45 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹80.15 Cr
Cement & Cement Products
5.69%
2
₹73.98 Cr
Metals & Minerals Trading
5.25%
3
₹69.22 Cr
Power
4.91%
4
₹60.84 Cr
Ferrous Metals
4.32%
5
₹56.16 Cr
Cement & Cement Products
3.99%
6
₹53.63 Cr
Petroleum Products
3.81%
7
₹51.00 Cr
Oil
3.62%
8
₹49.50 Cr
Power
3.51%
9
₹48.61 Cr
Petroleum Products
3.45%
10
₹45.84 Cr
Power
3.25%
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Disclaimer: Data sourced from individual AMC monthly portfolio disclosures, as mandated by SEBI/AMFI. While we strive for accuracy, errors in parsing or presentation may occasionally occur. This is not investment advice. Please consult a SEBI-registered investment adviser before making any investment decisions.

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